FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
-$702K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.21M
3
+$1.7M
4
PM icon
Philip Morris
PM
+$1.59M
5
ABBV icon
AbbVie
ABBV
+$1.37M

Top Sells

1
+$2.68M
2
+$1.56M
3
+$1.5M
4
O icon
Realty Income
O
+$1.08M
5
SCHW icon
Charles Schwab
SCHW
+$971K

Sector Composition

1 Technology 18.43%
2 Financials 10.44%
3 Healthcare 7.91%
4 Consumer Discretionary 6.46%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$33K 0.02%
363
-34
352
$33K 0.02%
539
-149
353
$33K 0.02%
1,929
-102
354
$33K 0.02%
751
355
$32K 0.02%
2,631
-159
356
$32K 0.02%
386
357
$32K 0.02%
164
-438
358
$31K 0.02%
622
-736
359
$31K 0.02%
739
-80
360
$31K 0.02%
1,711
-1,440
361
$31K 0.02%
900
+80
362
$30K 0.02%
+633
363
$30K 0.02%
419
-8,696
364
$30K 0.02%
294
-186
365
$29K 0.01%
611
+391
366
$28K 0.01%
851
-3,051
367
$28K 0.01%
2,049
+291
368
$28K 0.01%
476
369
$27K 0.01%
298
-82
370
$26K 0.01%
+509
371
$26K 0.01%
378
-12
372
$25K 0.01%
544
373
$25K 0.01%
+566
374
$25K 0.01%
1,146
+41
375
$24K 0.01%
301
-10
13 14
15
16 17